Affiliated Managers Group, Inc.
AMG- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001004434
No open-market purchases or sales by Affiliated Managers Group, Inc. insiders were filed in the last 90 days; 567 institutions reported holding it in 13F filings for Q2 2026, worth $8.53B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Affiliated Managers Group, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 360
- −18 vs. Q2 2023
- Shares held
- 31.8M
- −1.65M (−4.9%) vs. Q2 2023
- Total value
- $4.16B
- −$786.9M (−15.9%) vs. Q2 2023
- New holders
- 31
- 120 more added
- Sold out
- 49
- 154 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 567 | $8.53B |
| Q1 2026 | 548 | $6.88B |
| Q4 2025 | 511 | $7.47B |
| Q3 2025 | 451 | $6.32B |
| Q2 2025 | 432 | $5.28B |
| Q1 2025 | 396 | $4.65B |
| Q4 2024 | 408 | $5.21B |
| Q3 2024 | 422 | $5.04B |
| Q2 2024 | 407 | $4.57B |
| Q1 2024 | 403 | $5.10B |
| Q4 2023 | 386 | $4.77B |
| Q3 2023 | 360 | $4.16B |
| Q2 2023 | 381 | $4.94B |
| Q1 2023 | 388 | $4.92B |
| Q4 2022 | 367 | $5.50B |
| Q3 2022 | 329 | $4.06B |
| Q2 2022 | 311 | $4.33B |
| Q1 2022 | 335 | $5.32B |
| Q4 2021 | 365 | $6.45B |
| Q3 2021 | 335 | $6.04B |
| Q2 2021 | 340 | $6.34B |
| Q1 2021 | 320 | $6.28B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | −427−99.5% | Reduced |
| Avion Wealth | 4 | $0 | 0.00% | −7−63.6% | Reduced |
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | +3 | New |
| Baystate Wealth Management LLC | 0 | $30 | 0.00% | −312−100.0% | Reduced |
| Tfo-TDC, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $392 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $403 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $521 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $522 | 0.00% | +2+100.0% | Added |
| Baker Avenue Asset Management, LP | 5 | $652 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $690 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $782 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $892 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Motco | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $1.96K | 0.00% | +4+36.4% | Added |
| ClariVest Asset Management LLC | 13 | $2.00K | 0.00% | −28−68.3% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.09K | 0.00% | +3+23.1% | Added |
| Concord Wealth Partners | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $2.35K | 0.00% | +18 | New |
| Earnest Partners LLC | 19 | $2.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $3.26K | 0.00% | +25 | New |
| Macroview Investment Management LLC | 25 | $3.26K | 0.00% | +25 | New |
| Key Financial Inc | 27 | $3.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 28 | $3.65K | 0.00% | +6+27.3% | Added |
| JFS Wealth Advisors, LLC | 31 | $4.04K | 0.00% | −13−29.5% | Reduced |
| Creative Financial Designs Inc | 33 | $4.30K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $5.21K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 40 | $5.21K | 0.00% | +10+33.3% | Added |
| Massmutual Trust Co FSB | 42 | $5.47K | 0.00% | −33−44.0% | Reduced |
| Indiana Trust & Investment Management CO | 44 | $5.74K | 0.00% | +44 | New |
| Delta Asset Management LLC | 53 | $6.91K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $9.52K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 75 | $10.0K | 0.00% | +39+108.3% | Added |
| Bell Investment Advisors, Inc | 85 | $11.1K | 0.00% | +36+73.5% | Added |
| Bokf, NA | 94 | $11.5K | 0.00% | −96−50.5% | Reduced |
| Lindbrook Capital, LLC | 90 | $11.7K | 0.00% | +6+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 101 | $13.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 101 | $13.2K | 0.00% | +45+80.4% | Added |
| Investors Research Corp | 150 | $19.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 150 | $20.0K | 0.00% | +5+3.4% | Added |
| Farther Finance Advisors, LLC | 158 | $20.7K | 0.00% | +45+39.8% | Added |
| Quarry LP | 169 | $22.0K | 0.01% | −5−2.9% | Reduced |
| First Horizon Advisors, Inc. | 216 | $28.2K | 0.00% | −58−21.2% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $28.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 272 | $35.5K | 0.00% | +69+34.0% | Added |
| Parallel Advisors, LLC | 276 | $36.0K | 0.00% | −1,509−84.5% | Reduced |
| IFP Advisors, Inc | 322 | $41.9K | 0.00% | −5−1.5% | Reduced |
| Whittier Trust Co | 326 | $42.5K | 0.00% | +1+0.3% | Added |
| Truvestments Capital LLC | 330 | $43.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 348 | $45.4K | 0.00% | −2,088−85.7% | Reduced |
| Altshuler Shaham Ltd | 367 | $47.8K | 0.00% | −234−38.9% | Reduced |
| Acadian Asset Management LLC | 406 | $52.0K | 0.00% | −40,344−99.0% | Reduced |
| Quadrant Capital Group LLC | 406 | $52.9K | 0.01% | −106−20.7% | Reduced |
| EverSource Wealth Advisors, LLC | 442 | $57.6K | 0.01% | +16+3.8% | Added |
| Signaturefd, LLC | 443 | $57.7K | 0.00% | −285−39.1% | Reduced |
| Covestor Ltd | 446 | $58.0K | 0.04% | −40−8.2% | Reduced |
| Smithfield Trust Co | 435 | $58.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 464 | $60.6K | 0.00% | +62+15.4% | Added |
| KBC Group NV | 551 | $72.0K | 0.00% | +551 | New |
| Northwestern Mutual Wealth Management Co | 594 | $77.4K | 0.00% | −79−11.7% | Reduced |
| Ronald Blue Trust, Inc. | 527 | $79.0K | 0.00% | +269+104.3% | Added |
| GWM Advisors LLC | 635 | $82.8K | 0.00% | −2,336−78.6% | Reduced |
| State of Wyoming | 667 | $86.9K | 0.02% | −1,069−61.6% | Reduced |
| Column Capital Advisors, LLC | 722 | $94.1K | 0.01% | −29−3.9% | Reduced |
| EMC Capital Management | 937 | $122.0K | 0.09% | −5,355−85.1% | Reduced |
| Bessemer Group Inc | 1,028 | $134.0K | 0.00% | −63−5.8% | Reduced |
| Quent Capital, LLC | 1,285 | $167.5K | 0.03% | +225+21.2% | Added |
| Shell Asset Management Co | 1,371 | $179.0K | 0.01% | −21−1.5% | Reduced |
| Forte Capital LLC | 1,571 | $204.8K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,605 | $209.2K | 0.02% | −873−35.2% | Reduced |
| Gotham Asset Management, LLC | 1,638 | $213.5K | 0.00% | −3,344−67.1% | Reduced |
| Engineers Gate Manager LP | 1,642 | $214.0K | 0.01% | −4,813−74.6% | Reduced |
| Allegheny Financial Group LTD | 1,698 | $221.3K | 0.08% | +1,698 | New |
| Greenleaf Trust | 1,707 | $222.5K | 0.00% | −19−1.1% | Reduced |
| Shelton Capital Management | 1,728 | $225.2K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 1,755 | $228.7K | 0.02% | −2,608−59.8% | Reduced |
| Private Advisor Group, LLC | 1,791 | $233.4K | 0.00% | −10−0.6% | Reduced |
| Nilsine Partners, LLC | 1,793 | $233.7K | 0.04% | +133+8.0% | Added |
| Nicolet Bankshares Inc | 1,798 | $234.4K | 0.07% | +30+1.7% | Added |
| Advisory Services Network, LLC | 1,834 | $239.0K | 0.01% | +2+0.1% | Added |
| Inceptionr LLC | 1,854 | $241.7K | 0.14% | +1,854 | New |
| Occudo Quantitative Strategies LP | 1,859 | $242.3K | 0.03% | +1,859 | New |
| ProShare Advisors LLC | 1,893 | $246.7K | 0.00% | −215−10.2% | Reduced |
| Walleye Trading LLC | 1,902 | $247.9K | 0.01% | −1,062−35.8% | Reduced |
| Cadent Capital Advisors, LLC | 1,913 | $249.3K | 0.12% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,924 | $250.8K | 0.03% | +1,761+1,080.4% | Added |
| Cubist Systematic Strategies, LLC | 1,929 | $251.4K | 0.00% | −12,430−86.6% | Reduced |
| Bank of New Hampshire | 2,108 | $274.8K | 0.08% | −83−3.8% | Reduced |
| M&T Bank Corp | 2,110 | $275.0K | 0.00% | +140+7.1% | Added |
| Argent Trust Co | 2,113 | $275.4K | 0.02% | −563−21.0% | Reduced |
| Cerity Partners LLC | 2,166 | $282.3K | 0.00% | −5,760−72.7% | Reduced |